Hurley Wealth Management Group (HWMG) provides investment management and financial consulting services to individuals, high net worth individuals, and retirement plans. HWMG offers several services including Asset Management, Unified Financial Life, Linear Asset Management, Financial Consulting, Express Hour Financial Advising, and Essential Membership. HWMG creates portfolios consisting of individual stocks or bonds, ETFs, mutual funds and other public and private securities or investments.
Fee Structure
Hurley Wealth Management Group (HWMG) offers two investment management options with fees based on a percentage of your portfolio's value. Fees are billed quarterly, in advance.
Asset Management:
- $0 to $499,999.99: 1.2%
- $500,000 to $999,999.99: 1.0%
- $1,000,000 to $1,999,999.99: 0.9%
- $2,000,000 to $2,999,999.99: 0.8%
- $3,000,000 to $4,999,999.99: 0.65%
- $5,000,000 to $9,999,999.99: 0.5%
- Over $10,000,000: 0.35%
Unified Financial Life:
- $0 to $999,999.99: 1.35%
- $1,000,000 to $1,999,999.99: 1.20%
- $2,000,000 to $2,999,999.99: 1.05%
- $3,000,000 to $4,999,999.99: 0.85%
- $5,000,000 to $9,999,999.99: 0.70%
- Over $10,000,000: 0.55%
Fees for accounts not directly managed by HWMG are negotiable, and will range up to 1%.